Implementation-Support Handoff Document

Customer:

Performance Team

Implementer:

 

Type of Business (general description):

Full Truck Load, LTL, Intermodal (3rd party provider)

Primary Support Contact name, email, and phone:

Keith Berkman – 516-395-5285

Keith.Berkman@performanceteam.net

Secondary Support Contact name, email, and phone:

Delia Beltran – 562-345-2235

Delia.Beltran@performanceteam.net

Appian products used:


  • Resource Pro
  •  

Type of use:

  • Analyst

Type of routing:

  • Fixed
  • Dynamic
  • Combo

How often do they route?

No set schedule for solution building 

Where will DR be installed?

  • Server

 

Operating System used:

 

How often do they pull orders?

  • No live orders – DR and tools for quotes and analytics 

Number of licenses purchased:

 

How many users?

Direct Route and offerings will primarily be used for analytics – Performance Team is a 3rd party logistics provider. 

Interfacing with another system? Name?

No

TMS:

TruckMate

WMS:

 

ERP:

 

Uploading back to ERP? How often?

  • No

GPS Provider:

 

GPS Device:

 

D2Link Provider Name:

 

DRTrack Hosting:

  •  

DRTrack URL:

 

Is customer live?

  • No

Any open cases? Case number?

  • No

Additional Info:

The Performance Team is a 3rd party logistics provider. They model solutions based on what their customers provide them for data. Some are fixed route solutions, some are dynamic, TL, LTL, local, longhaul etc. Keith is the primary user and Delia is their IT person.